Product feature: Estate Documents get a makeover
March 22, 2021
Estate document details experiences have been revamped for easier input and access of your information. This category sports a new experience for taking next steps and quickly finding the right task. Additionally, accessing information you've recently entered is now more organized within Estate Documents.
Quick Actions: Each tile now displays the next most important action to take.
Efficiency: Built to help you efficiently enter the information you have close by and set reminders for things that you'd like to circle back to.